Register and Route Partner-Submitted Leads Without Conflicts
Run a clean partner program — accept partner deal registrations, check for conflicts with existing pipeline, and confirm or reject automatically.
- 1
Capture the Registration
Add a
Typeform Triggernode collecting the partner, prospect company and contact. - 2
Check for Conflicts
Add a
HubSpotnode searching existing deals for that prospect to detect overlap. - 3
Decide Automatically
Add an
IFnode approving clean registrations and flagging conflicts for review. - 4
Notify the Partner
Add a
Gmailnode confirming the registered deal or explaining the conflict. - 5
Activate and Test
Activate the workflow and submit registrations with and without conflicts. Confirm correct outcomes.
Frequently asked questions
How long should registration hold?
Grant a protection window (e.g. 90 days) recorded on the deal so partners know their claim is secure.
What about near-matches?
Route ambiguous company matches to a channel manager rather than auto-rejecting a legitimate lead.
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